Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Sundaram Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.41 | 0.93 | 92.4% | 89.3% | 3.9% | 2.2% |
| 3 Years | +2.70 | 0.82 | 83.7% | 78.4% | 13.2% | 11.4% |
| 5 Years | +2.88 | 0.83 | 84.0% | 79.3% | 13.4% | 11.3% |
| 7 Years | +0.42 | 0.85 | 81.6% | 79.2% | 11.8% | 12.2% |
| 10 Years | -0.09 | 0.83 | 80.2% | 78.0% | 12.1% | 13.3% |
| 12 Years | +1.66 | 0.85 | 82.5% | 79.0% | 13.1% | 12.4% |
| 15 Years | +0.55 | 0.84 | 82.2% | 79.5% | 10.8% | 11.0% |